Organize, Track, and Grow With Client Management


Nuvioo’s Client Management keeps all client details, payments, and interactions in one place, helping you strengthen relationships and grow smarter.

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Manage Every Client in One Hub

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Unified Client Profiles

Keep complete client records from contact details to appointments and billing, all in one connected profile.

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Activity Timeline

See the full history of calls, texts, emails, and visits in one chronological view.

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Custom Fields & Tags

Tailor your CRM to fit your business with tags and fields for personalized organization.

Built to Give You Insight

Client Insights Dashboard

  • Track spend, lifetime value, and trends to grow client relationships.

Subscriptions & Billing History

  • View active plans, invoices, and payments all in one simple dashboard.

Source Tracking & Attribution

  • See where clients come from to optimize campaigns and marketing spend.
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Built to Help You Understand Your Clients

Smarter Client Insights

  • Track spend, lifetime value, and subscription activity so you know your best clients and how to keep them engaged.


Billing Made Simple

  • View invoices, payment methods, and renewals in one place. Issue refunds or adjustments without losing visibility.


Know Where Clients Come From

  • See if clients came from ads, referrals, or forms. Optimize your marketing with clear attribution.
Internal Notes & Ownership
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Assign clients to staff, leave notes, and tag teammates to keep collaboration clear and accountable.


Clear Collaboration: Give your team full visibility into updates and client details, making coordinating and delivering a consistent experience easy.


Accountability Built In: Assign ownership so every client has a clear point of contact, ensuring follow-ups and tasks never slip through the cracks.

Advanced Filtering & Search
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Quickly find clients with saved filters for tags, status, or behavior. Perfect for large databases.



Powerful Filters: Drill down by tags, status, subscription type, or activity so you can instantly access the exact segment of clients you need.


Streamlined Organization: Save frequently used searches and filters to simplify workflows, stay organized, and keep large client databases easy to manage.

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Frequently Asked Questions

  • How does Nuvioo track client history?

    Every call, text, appointment, and note is automatically logged in the client timeline for complete visibility.


  • Can I customize client fields?

    Yes. You can add fields and tags to tailor profiles to your business needs.


  • Does billing sync with client records?

    Absolutely. Every payment, invoice, and subscription connects directly to a client profile.


  • Can I see which marketing channels bring clients?

    Yes. Nuvioo tracks source attribution so you know what campaigns or referrals are working.


  • Will my team be able to collaborate?

    Yes. Staff can share notes, assign ownership, and manage clients without losing personal touch.


Want a Smarter Way to
Manage Every Client?